Graph of the week –...
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
China
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Article
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Article
Explaining the plunge in China’s...
For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns…
08/12/23
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Article
Asset Allocation Monthly – Bonds...
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active…
05/12/23
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Podcast
Talking Heads – New realities...
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief…
04/12/23
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Article
Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23
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White paper
Investment Outlook 2024 – Stepping...
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will…
17/11/23